Are client notes private to me?

Yes, client notes are only visible to you and authorised team members. They are not shared with clients unless you explicitly choose to share specific information.

Fonctionnalité

Notes et Fichiers Client

Document every client interaction with structured notes, session summaries, and file attachments. Keep a complete clinical record alongside nutrition data, all in one place.

Essai Gratuit

Toutes les Fonctionnalités

Documentation Structurée du Client

Add notes to any client profile with timestamps, categories, and rich text formatting. Record session summaries, clinical observations, follow-up actions, and personal preferences that inform your nutrition recommendations.

Timestamped notes with rich text formatting.
Categorise notes by session type or topic.
Record follow-up actions and reminders.
Search and filter notes across all clients.

Pièces Jointes

Attach files directly to client profiles, lab results, referral letters, progress photos, insurance documents, and more. Everything you need for comprehensive client management is stored in one secure location.